CFO Plans

AUGUST 23, 2024

Strategic Financial Planning and Tax Savings Tax Planning and Preparation Effective tax planning and preparation can significantly impact your business’s bottom line. A Fractional CFO leverages their in-depth knowledge of tax laws to ensure compliance and identify opportunities for tax savings.

CFO 52

CFO Tax Planning Leverage Budgeting 52

VCFO

NOVEMBER 1, 2023

Identify opportunities for operational improvement and incorporate strategic adjustments in the planning for the year ahead. It seems obvious, but actively reviewing actual vs. planned results and understanding the variables at play is imperative to identifying areas of improvement.

Finance 88

Finance Strategic Planning Auditing CFO 88

CFO Plans

MAY 30, 2024

Consider the case of a growing tech startup that utilized fractional CFO services to develop a robust financial plan, which helped secure additional funding and scale operations efficiently. These experts assist with budgeting, forecasting, and financial planning, ensuring your business remains financially sound and poised for growth.

Compliance 52

Compliance Accounting CFO Manufacturing 52

CFO Plans

SEPTEMBER 24, 2024

This accessibility ensures that business owners and financial advisors can collaborate seamlessly, leading to more effective financial planning and tax strategy formulation. Business tax consultants can provide valuable insights into optimizing cash flow, ensuring businesses have the liquidity needed to meet their obligations.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Communication Profit and Loss Education 130

CFO Plans

OCTOBER 21, 2024

Start mastering your debt management today with expert insights from CFO Plans. A manufacturing firm successfully renegotiated their loan to secure a lower interest rate. Regularly Reviewing Financial Plans The financial landscape is ever-changing, making regular reviews of your financial plans crucial.

CFO 52

CFO Profit and Loss Startups Prioritization 52

CFO Talks

AUGUST 21, 2024

Strategic Measure: CFOs should focus on strong cash flow forecasting and planning for different scenarios. By creating different financial plans for various economic situations, CFOs can better prepare for and respond to potential problems.

Corporate Finance 52

Corporate Finance Finance Cash Flow Forecasting IFRS 52

Creative CFP

JANUARY 17, 2019

In theory and simply put, cash flow management is: Cash coming into the business as early as possible, Cash exiting the business as late as possible, Keeping an eye on the future and planning accordingly and, Ensuring the numbers make sense. It all comes down to proper cash planning. Careful planning is essential.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Manufacturing 52

Michigan CFO

NOVEMBER 1, 2021

The SaaS CFO can help plan and strategize for growth with actionable goals and key performance indicators. Check out these blogs: CFO for Manufacturing Companies. Tax Planning With Your SaaS CFO. You might be wondering, “Okay, but can my SaaS CFO handle taxes?” Interested in learning more?

CFO 52

CFO Budgeting Forecasting Tax Planning 52

Future CFO

SEPTEMBER 14, 2020

The virus continues to ravage the global population, effect changes in consumer behavior, unearth workforce planning challenges, precipitate demand drops, and create supply chain shocks across the business world. For a dairy manufacturer, carrying out FP&A remotely is creating a different sort of challenge.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Planning Foreign Exchange 52

CFO News Room

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client. Author: Kyle Moore. Guest Contributor.

Planning 130

Planning Communication Concentration Practice Management 130

Global Finance

OCTOBER 31, 2024

CICC underwrites green bonds, and Bohai offers low-interest loans to emissions-cutting manufacturers. China’s largest bank works directly with EV manufacturers such as Guangzhou Xiaopeng Motors Technology, Zeekr, and Li Auto to provide one-stop loan application, facility, interview, and issuing services.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Risk Management Manufacturing Banking 52

CFO News Room

JANUARY 24, 2023

In a note to me, Hauser summed up the case against Zients: ‘Biden at his best has picked battles with corporate America, from the tax plan funding the IRA to appointing regulators like Rohit Chopra, Gary Gensler, and Lina Khan to take on predatory behavior.

Manufacturing 130

Manufacturing Construction Economics Banking 130